See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,062 | $209,832-7.0% | $189,513+2.9% | $167,490+16.5% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 12.05% | 748.27%-736.2pp | 555.15%-543.1pp | 478.56%-466.5pp |
| Employer contribution / active EE | $18,649 | $6,914+169.7% | $6,162+202.7% | $4,837+285.5% |
| Participant deferral / active EE | $10,959 | $8,935+22.7% | $8,221+33.3% | $6,341+72.8% |
| Admin fee / account holder | $16,147 | $14,293+13.0% | $12,045+34.1% | $12,309+31.2% |